"Coupled with my article on the Death of SaaS, this is useful data for CIOs. We ask what is commodity above SAP? We move from workflow to goal-seeking systems that orchestrate across sources of truth. "

The author argues that AI systems like Claude Code will function as non-persistent, high-speed memory (akin to DRAM) while persistent software and data stores will become the long-term memory (NAND) that agents read from and write to. Human-facing consumption software (UI-first SaaS) risks obsolescence as AI agents handle information synthesis and workflow; the highest-value software will be durable, API-driven sources of truth. The piece recommends SaaS companies reorient toward being infrastructure/API-first to be consumed by agents, predicting a major industry shift over the next 3–5 years.